CFO Capital Management LLC Has $3.23 Million Stock Holdings in Caterpillar Inc. $CAT

CFO Capital Management LLC increased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 107.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,588 shares of the industrial products company’s stock after buying an additional 2,373 shares during the period. Caterpillar comprises about 2.4% of CFO Capital Management LLC’s holdings, making the stock its 8th biggest position. CFO Capital Management LLC’s holdings in Caterpillar were worth $3,225,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in the stock. Nwam LLC boosted its stake in Caterpillar by 10.9% in the first quarter. Nwam LLC now owns 5,493 shares of the industrial products company’s stock valued at $3,892,000 after acquiring an additional 541 shares during the last quarter. Flynn Zito Capital Management LLC purchased a new stake in shares of Caterpillar during the 1st quarter worth approximately $226,000. Hillsdale Investment Management Inc. raised its holdings in shares of Caterpillar by 47.0% in the 1st quarter. Hillsdale Investment Management Inc. now owns 6,597 shares of the industrial products company’s stock worth $4,674,000 after purchasing an additional 2,110 shares during the period. Calamos Wealth Management LLC lifted its stake in Caterpillar by 193.4% in the first quarter. Calamos Wealth Management LLC now owns 14,235 shares of the industrial products company’s stock valued at $10,085,000 after purchasing an additional 9,384 shares during the last quarter. Finally, Calamos Advisors LLC grew its holdings in Caterpillar by 40.7% during the first quarter. Calamos Advisors LLC now owns 134,683 shares of the industrial products company’s stock valued at $95,418,000 after purchasing an additional 38,978 shares during the period. Institutional investors own 70.98% of the company’s stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment is showing strong momentum, with Q1 2026 sales up 38%, digital expansion, and a 2030 growth target supporting optimism about sustained growth. Can CAT’s Construction Industries Segment Deliver Sustained Growth?
• Positive Sentiment: Caterpillar is emphasizing recurring revenue through rentals, digital services, and technology-driven offerings, which investors may view as a more durable business mix. Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge
• Positive Sentiment: Brokerages reportedly maintain a consensus recommendation of “Moderate Buy,” reinforcing a favorable analyst backdrop for Caterpillar. Caterpillar Inc. (NYSE:CAT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Caterpillar is drawing more attention from investors, with Zacks noting that CAT has been one of its most searched stocks lately. Investors Heavily Search Caterpillar Inc. (CAT): Here is What You Need to Know
• Neutral Sentiment: Caterpillar’s internship program offering jobs to more than half of participants is a positive workforce signal, but it is unlikely to materially move the stock on its own. Caterpillar program offers job to more than half of its interns
• Neutral Sentiment: The Caterpillar Foundation’s $2.3 million donation to the Smithsonian is mostly a corporate philanthropy story and is not likely to have a direct stock impact. Caterpillar Foundation To Give $2.3 Million to Smithsonian in Celebration of America’s 250th Anniversary

Caterpillar Stock Performance

NYSE CAT opened at $933.48 on Wednesday. The company has a market capitalization of $429.95 billion, a P/E ratio of 46.46, a P/E/G ratio of 1.84 and a beta of 1.57. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. Caterpillar Inc. has a 52-week low of $403.02 and a 52-week high of $1,073.46. The company has a fifty day moving average of $932.24 and a 200-day moving average of $788.43.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company’s revenue for the quarter was up 22.2% compared to the same quarter last year. During the same period in the prior year, the business earned $4.25 EPS. As a group, equities research analysts predict that Caterpillar Inc. will post 24.71 EPS for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be paid a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s payout ratio is 30.06%.

Insider Transactions at Caterpillar

In other news, CAO William E. Schaupp sold 360 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total transaction of $326,160.00. Following the transaction, the chief accounting officer directly owned 530 shares of the company’s stock, valued at approximately $480,180. This trade represents a 40.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total value of $14,399,860.54. Following the completion of the transaction, the chief financial officer owned 52,935 shares in the company, valued at approximately $48,631,913.85. This represents a 22.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 95,773 shares of company stock worth $87,642,635. Corporate insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. Rothschild & Co Redburn lifted their price objective on Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Daiwa Securities Group raised their price objective on shares of Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Argus boosted their target price on shares of Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. JPMorgan Chase & Co. lifted their price target on Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a research report on Wednesday, June 17th. Finally, Barclays raised their target price on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $980.57.

About Caterpillar

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off?highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.